ADOLOS ASSET MANAGEMENT
  • ADOLOS ASSET MANAGEMENT

Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 07/19/2021
Contact Info 336 xxxxxxx
Websites
AUM* 241,765,485 19%
of that, discretionary 226,094,972 21%
Number of Employees 6 20%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 1,343,142 5%
% High Net Worth 48.21% 6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

226M 194M 161M 129M 97M 65M 32M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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